Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.64%
−2.26%
6 Months
5.29%
9.35%
1 Year
2.64%
10.43%
3 Years
8.64%
15.16%
5 Years
—
—
Since Inception
12.31%
21.24%
Fund Age
3 yrs 11 mo
4 yrs 11 mo
AUM
₹56.94 Cr
₹16.88 Cr
Alpha – 1 Year
−2.08%
8.57%
Alpha – 3 Years
−3.45%
3.08%
Information Ratio – 3 Years
-0.33
0.34
Volatility – 1 Year
19.56%
33.08%
Volatility – 3 Years
17.76%
27.65%
Beta – 1 Year
1.08
1.54
Beta – 3 Years
1.07
1.38
Sharpe Ratio – 1 Year
-0.05
0.28
Sharpe Ratio – 3 Years
0.31
0.51
Worst Rolling Year
8.64%
12.88%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−25.57%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%